Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BERGX (Carillon Chartwell Real Income A) | 3.42% | 11.70% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/26/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BERGX (Carillon Chartwell Real Income A) | 04/26/2024 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 11.70 | NA | NA | NA | NA | NA | … | … | 3.42 | 12.84 | 6.42 |
| Sharpe Ratio | NA | 1.79 | NA | NA | NA | NA | NA | … | … | 0.82 | 2.30 | 1.35 |
| Standard Deviation(%) | NA | 5.01 | NA | NA | NA | NA | NA | … | … | 6.46 | 4.35 | 4.51 |
| Draw Down(%) | NA | 2.51 | NA | NA | NA | NA | NA | … | … | 2.51 | 3.03 | 2.16 |
| Yield(%) | 0.85 | 4.18 | 3.02 | 1.81 | 0.91 | 0.60 | 0.45 | … | … | 1.76 | 4.03 | 2.90 |
Data as of 06/08/2026, Common starting date is 04/26/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERGX (Carillon Chartwell Real Income A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERGX (Carillon Chartwell Real Income A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart